Dynamic Advisor Solutions’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Sell |
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|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $228K | Buy |
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